Sofia Gandolfo Email & Phone Number
Who is Sofia Gandolfo? Overview
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Sofia Gandolfo is listed as Fixed Income Graduate at Julius Baer, a with 7695 employees, based in Geneva, Switzerland. AeroLeads shows a matched LinkedIn profile for Sofia Gandolfo.
Sofia Gandolfo previously worked as Wealth Management Graduate at Julius Baer and Private Markets Intern at Rothschild & Co. Sofia Gandolfo holds Master'S Degree, Finance from Hec Lausanne - The Faculty Of Business And Economics Of The University Of Lausanne.
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About Sofia Gandolfo
Master's in Finance recent graduate from the University of Lausanne, bringing a background in financial services strategy consulting gained at Accenture, as well as in private banking from Rothschild & Co. With an international education and fluency in English, French, and Italian, I thrive in diverse environments. Currently embarking on a rewarding graduate program in wealth management at Julius Bär. Let's connect!
Sofia Gandolfo's current company
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Sofia Gandolfo work experience
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Wealth Management Graduate
Current
Private Markets Intern
• Answered CAs requests on fund details • Enhanced existing Private Markets material • Provided coverage when Private Markets director was out • Ad-hoc reports, analysis and projects in coordination with Geneva Chief Officer of Staff
Private Banking Intern
• Collaborated to deliver exceptional service to HNWI and UHNWI clients• Handled client inquiries, managed service delivery, and fostered relationships with clients, prospects, and internal stakeholders• Produced monthly and quarterly portfolio reports and conducted in-depth portfolio analysis, focusing on risk and return characteristics• Created investment proposals
Strategy Consulting Financial Services Intern
• Supported a Global Swiss Wealth Manager going through a multi-year transformation journey collaborating on the creation of senior management and executive board meeting materials• Performed research and analysis to support the development of a target operating model design• Developed, and maintained both a consolidation and a follow-up action log on Confluence for a global multi-stream project • Performed various PMO activities for the team including the coordination of client workshops, organizing team-events, supporting the onboarding of new team-members
Summer Intern
• Assisted with the financial counselling of clients & provided recommendations on financial products to meet their needs• Developed recruitment strategies and explained job duties and benefits to potential candidates
Colleagues at Julius Baer
Other employees you can reach at juliusbaer.com. View company contacts for 7695 employees →
Stuber Marc
Colleague at Julius BaerZurich, Switzerland
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BZ
Bei Zhou
Colleague at Julius BaerSingapore
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YD
Yvonne Dickopf
Colleague at Julius BaerZurich, Switzerland
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AE
Alexandros El Asmar
Colleague at Julius BaerZurich, Switzerland
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AB
Almudena Benedit, Cad
Colleague at Julius BaerMadrid, Community Of Madrid, Spain
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MP
Martin Pablo Aranda Sojo
Colleague at Julius BaerUruguay
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MD
Mark Dowling ( Iati)(Lcoi)
Colleague at Julius BaerGreater Dublin, Ireland
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KT
Karen Tan
Colleague at Julius BaerSingapore
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SP
Satheesh Pesaru
Colleague at Julius BaerSingapore
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IL
Ivan Lopez Jimenez
Colleague at Julius BaerAlcobendas, Community Of Madrid, Spain
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Sofia Gandolfo education
Master'S Degree, Finance
Bachelor'S Degree, Management
Frequently asked questions about Sofia Gandolfo
Quick answers generated from the profile data available on this page.
What company does Sofia Gandolfo work for?
Sofia Gandolfo works for Julius Baer.
What is Sofia Gandolfo's role at Julius Baer?
Sofia Gandolfo is listed as Fixed Income Graduate at Julius Baer.
Where is Sofia Gandolfo based?
Sofia Gandolfo is based in Geneva, Switzerland while working with Julius Baer.
What companies has Sofia Gandolfo worked for?
Sofia Gandolfo has worked for Julius Baer, Rothschild & Co, Accenture, and Swiss Life Select.
Who are Sofia Gandolfo's colleagues at Julius Baer?
Sofia Gandolfo's colleagues at Julius Baer include Stuber Marc, Bei Zhou, Yvonne Dickopf, Alexandros El Asmar, and Almudena Benedit, Cad.
How can I contact Sofia Gandolfo?
You can use AeroLeads to view verified contact signals for Sofia Gandolfo at Julius Baer, including work email, phone, and LinkedIn data when available.
What schools did Sofia Gandolfo attend?
Sofia Gandolfo holds Master'S Degree, Finance from Hec Lausanne - The Faculty Of Business And Economics Of The University Of Lausanne.
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